Automate Invoice Processing with OCR, GPT-4 & Salesforce Opportunity Creation — n8n Workflow

Gemiddeld complexiteit⚡ Trigger11 knooppunten🏷️ Invoice Processing👁 4 weergavendoor Le Nguyen

Overzicht

PDF Invoice Extractor (AI)

End-to-end pipeline: Watch Drive ➜ Download PDF ➜ OCR text ➜ AI normalize to JSON ➜ Upsert Buyer (Account) ➜ Create Opportunity ➜ Map Products ➜ Create OLI via Composite API ➜ Archive to OneDrive.

Node by node (what it does & key setup)

Google Drive Trigger Purpose**: Fire when a new file appears in a specific Google Drive folder. Key settings**: Event: fileCreated Folder ID: google drive folder id Polling: everyMinute Creds: googleDriveOAuth2Api Output**

Gebruikte knooppunten

HTTP RequestGoogle DriveMicrosoft OneDriveSalesforceCodeOpenAI

Workflow-voorvertoning

PDF Invoice Extractor (AI) to Salesforce Oppo

What it does:

Watch a Drive folder → OCR PDF → extract invoices (JSON

1) Google Drive Trigger

- Op: fileCreated in folder (ID)

- Poll: every minute

- Creds: Google Drive OAuth2

- Note: Ensure access/Shared Drive rights

2) Download from Drive

- Op: download by {{$json.id}}

- Binary key: data (default)

- Creds: Google Drive OAuth2

3) Extract from File

- Op: pdf (enable OCR for scans)

- Output: {{$json.text}}

4) Message a Model (JSON)

- Node: @n8n/n8n-nodes-langchain.openAi

- Model: gpt-4.1 (or gpt-4.1-mini)

- Prompt: strict schema; return only JSON array

- jsonOutput: true

- Output path (first item

5) Salesforce: Upsert Account (Buyer)

- Node: salesforce (account upsert)

- External Id: tax_id__c

- externalIdValue: ={{ $json.message.content.buyer.tax_

- name: ={{ $json.message.content.buy

6) Salesforce: Create Opportunity

- Node: salesforce (resource: opportunity)

- name: ={{ $('Message a model').item.json.message.cont

- closeDate: ={{ $('Message a model').item.js

7) Code: Build SOQL (PricebookEntry)

- Node: Code (JS)

- Purpose: collect ProductCodes from LLM products → bui

- Output: { soql, codes }

8) Salesforce: Query PricebookEntries

- Node: salesforce (search)

- query: ={{ $json.soql }}

9) Code: Build OLI Payloads

- Node: Code (JS)

- Inputs:

- OpportunityId: ={{ $('Create an opportunity').first

- Lines: ={{ $('Message a model').first().json.messag

10) HTTP Request: Create Opportunity Line Ite

- Method: POST

- URL: https://<your-instance>.my.salesforce.com/servic

- Auth: salesforceOAuth2Api

- Body (JSON): ={{

11) Upload to OneDrive

- Op: upload

- Name: ={{ $json.name }}

- Parent Folder ID: (set)

- Binary: from step 2

- Creds: OneDrive OAuth2

Extract from File

⚡

Google Drive Trigger

Message a model

Download File From Google

Update File to One Drive

Create an opportunity

Create or update an acco…

Build SOQL

Query PricebookEntries

Code in JavaScript

Create Opportunity Line …

11 nodes10 edges

Hoe het werkt

1
Trigger
De workflow start met een trigger-trigger.
2
Verwerking
Gegevens stromen door 11 knooppunten, connecting code, extractfromfile, googledrive.
3
Uitvoer
De workflow voltooit zijn automatisering en levert het resultaat aan de geconfigureerde bestemming.

Knooppuntdetails (11)

HTTP Request

httpRequest

Google Drive

googleDrive

Microsoft OneDrive

microsoftOneDrive

Salesforce

salesforce

Code

code

OpenAI

n8n-nodes-langchain.openAi

Hoe deze workflow te importeren

1Klik op de knop JSON downloaden rechts om het workflowbestand op te slaan.
2Open uw n8n-instantie. Ga naar Workflows → Nieuw → Importeren uit bestand.
3Selecteer het gedownloade bestand automate-invoice-processing-with-ocr-gpt-4-salesforce-opportunity-creation en klik op Importeren.
4Stel inloggegevens in voor elk serviceknooppunt (API-sleutels, OAuth, enz.).
5Klik op Workflow testen om te controleren of alles werkt, activeer het vervolgens.

Of plak rechtstreeks in n8n → Importeren uit JSON:

{ "name": "Automate Invoice Processing with OCR, GPT-4 & Salesforce Opportunity Creation", "nodes": [...], ...}

Integraties

codeextractfromfilegoogledrivegoogledrivetriggerhttprequestmicrosoftonedriveopenaisalesforce

Haal deze workflow op

Download en importeer met één klik

JSON downloaden Bekijken op n8n.io

Knooppunten11

Complexiteitmedium

Triggertrigger

CategorieInvoice Processing

Gemaakt door

Le Nguyen

@leeseifer

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